1. Login to your Client Portal.
2. Click the "Hello, name" icon at the top of the screen.
3. Click "User Management".
4. Enter the email address of the user you wish to add.
5. Select "All Permissions" or "Choose Permissions" if you wish to specify what the user can and can't access.
1. Login to your Client Portal.
2. Click the "Hello, name" icon at the top of the screen.
3. Click "Contacts".
4. Fill in the relevant details for the new contact.
5. Select the emails that you would like the new contact to receive.
6. Click "Save Changes".
